Thuan Pham
Thuan Pham is a registered investment advisor at Eagle Strategies LLC, based in San Jose, CA, with 11 years of industry experience. Thuan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Location
550 S Winchester Blvd, San Jose, CA, 95128
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Thuan owns two rental properties in San Francisco since 2005. He also works as an insurance broker for property and casualty sales since 2016, and brokers other non-registered insurance products since 2023, dedicating a few hours per week to each. Finally, Thuan is a shareholder in NYLARC Holding Company, Inc., reinsuring the life insurance he writes with New York Life, dedicating minimal time.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations8 states
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